DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

ERIN BLUMBERG

Advisor at STRATEGIC ADVISERS LLC

DADE CITY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1f57109-6d34-e6e6-0eeb-b58eff293efd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 4, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 14, 2013
First registration: Feb 4, 2014
Dual registered: yes, broker-dealer
Other names: ERIN K BLUMBERG|ERIN KATHLEEN BLUMBERG
IAPD individual key: 5954561

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	DADE CITY, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 16, 2021	Mar 31, 2025	no	JACKSONVILLE, FL	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 20, 2019	Jun 15, 2021	no	TAMPA, FL	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 4, 2014	Jul 2, 2019	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
PRUCO SECURITIES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 15, 2021	Jul 16, 2021	31	Firm change	Ibd to ibd
T. ROWE PRICE ADVISORY SERVICES, INC.	PRUCO SECURITIES, LLC	Jul 2, 2019	Dec 20, 2019	171	Firm change	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108958:5685:FL:2019-07-02	Jul 2, 2019	Dec 20, 2019	TAMPA, FL	Firm change

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 16, 2021 to Mar 31, 2025factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 20, 2019 to Jun 15, 2021factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 4, 2014 to Jul 2, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1f57109-6d34-e6e6-0eeb-b58eff293efd
First observed: Feb 4, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIN BLUMBERG

Advisor at STRATEGIC ADVISERS LLC

DADE CITY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1f57109-6d34-e6e6-0eeb-b58eff293efd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

n/a

yes

DADE CITY, FL

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Jul 16, 2021

Mar 31, 2025

JACKSONVILLE, FL

Previous registration

PRUCO SECURITIES, LLC

No RAUM reported

Dec 20, 2019

Jun 15, 2021

TAMPA, FL

Previous registration

T. ROWE PRICE ADVISORY SERVICES, INC.

Bd affiliated wealth

Feb 4, 2014

Jul 2, 2019

TAMPA, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

PRUCO SECURITIES, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jun 15, 2021

Jul 16, 2021

Firm change

Ibd to ibd

T. ROWE PRICE ADVISORY SERVICES, INC.

PRUCO SECURITIES, LLC

Jul 2, 2019

Dec 20, 2019

171

Firm change

RIA to ibd

Team

Left

Joined

From

Kind

108958:5685:FL:2019-07-02

Jul 2, 2019

Dec 20, 2019

TAMPA, FL

Firm change